Relationship Banking Advisor

Bank of Montreal; Reedsburg (WI); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) is seeking a Retail Banking Sales & Service professional to provide exceptional service to customers and prospects at the branch. You will identify needs, provide guidance on financial solutions, and collaborate with partners to deliver a seamless customer experience across channels.

The role involves welcoming customers into the lobby, advising on digital options, and driving referrals while maintaining compliance and risk controls.

Qualifications

• 1–2 years of relevant experience in retail banking or service roles.
• Experience with personal banking products or referrals.
• Comfort with digital and self-serve options and tools.

Responsibilities

• Welcome and guide customers entering the branch.
• Identify customer needs and advise on financial solutions.
• Collaborate with BMO partners to grow customer relationships and referrals.
• Assist with transactions and requests to ensure accurate, friendly service.
• Follow risk, compliance, and privacy policies to safeguard customers.

Skills

Customer service

Sales / consultative selling

Communication skills

Interpersonal skills

Team collaboration

Problem solving

Listening skills

Attention to detail

Job description

Bank of Montreal (BMO) is seeking a Retail Banking Sales & Service professional to provide exceptional service to customers and prospects at the branch. You will identify needs, provide guidance on financial solutions, and collaborate with partners to deliver a seamless customer experience across channels.

The role involves welcoming customers into the lobby, advising on digital options, and driving referrals while maintaining compliance and risk controls.